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Who can approve the checklist items?

Only a predefined approver can approve the individual checklist items.

  1. Set the approver of the checklist. To set up an approver for the whole checklist, open the checklist edit screen with the Edit icon

    Edit icon

    and select the required person.

    Approver field in the checklist settings

  2. Change the approver of an item. To change the approver for some checklist items only, do it in the action detail screen: click the action and set up an approver.

    Approver field in the action detail

  3. Ask for an approval. To ask for an approval, go to the checklist and click the envelope icon. An approval request is automatically sent to the particular person. Approved tasks are marked with a green tick.

    Envelope icon and approved items with a green tick

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